Southern Capital Advisors

Latest statistics and disclosures from Southern Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Southern Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Southern Capital Advisors

Southern Capital Advisors holds 74 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Vlu (IUSV) 13.7 $18M +3% 251k 70.63
United Parcel Service CL B (UPS) 12.3 $16M 92k 173.84
Ishares Tr Core S&p500 Etf (IVV) 9.2 $12M +2% 31k 384.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 5.2 $6.7M -27% 80k 83.60
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 3.6 $4.6M -2% 200k 23.22
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 3.5 $4.5M -4% 50k 90.49
Ishares Tr Sp Smcp600vl Etf (IJS) 3.0 $3.9M NEW 43k 91.31
Ishares Tr Core Msci Eafe (IEFA) 2.9 $3.7M -59% 60k 61.64
Procter & Gamble Company (PG) 2.8 $3.6M +11% 24k 151.56
Apple (AAPL) 2.5 $3.2M 25k 129.93
BlackRock (BLK) 2.2 $2.9M +4% 4.0k 708.63
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.8M -64% 29k 94.64
AFLAC Incorporated (AFL) 2.2 $2.8M 39k 71.94
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $2.4M 26k 94.51

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Ishares Core Msci Emkt (IEMG) 1.7 $2.2M -26% 47k 46.70
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.7 $2.2M NEW 103k 21.09
Merck & Co (MRK) 1.6 $2.1M +13% 19k 110.95
Microsoft Corporation (MSFT) 1.6 $2.0M +3% 8.5k 239.82
Ishares Tr Ishares Biotech (IBB) 1.3 $1.7M +3% 13k 131.29
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $1.7M +16% 29k 58.50
Ishares Tr Us Industrials (IYJ) 1.3 $1.6M NEW 17k 96.46
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $1.6M 11k 145.07
Ishares Tr U.s. Fin Svc Etf (IYG) 1.2 $1.6M NEW 10k 157.52
Deere & Company (DE) 1.1 $1.4M NEW 3.3k 428.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.0 $1.3M +190% 21k 63.98
Ishares Tr Us Consum Discre (IYC) 1.0 $1.3M +10% 24k 56.96
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.0 $1.3M +25% 43k 31.06
Johnson & Johnson (JNJ) 0.9 $1.2M +26% 6.8k 176.65
Ishares Tr Us Br Del Se Etf (IAI) 0.8 $1.0M -63% 11k 96.13
Wal-Mart Stores (WMT) 0.8 $1.0M 7.1k 141.79
Fidelity Covington Trust Msci Matls Index (FMAT) 0.7 $853k +6% 20k 43.65
Vanguard Index Fds Growth Etf (VUG) 0.7 $852k 4.0k 213.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $840k -13% 17k 50.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $809k -18% 12k 67.45
Ishares Tr Us Aer Def Etf (ITA) 0.6 $804k +2% 7.2k 111.86
Ishares Tr U.s. Insrnce Etf (IAK) 0.6 $715k -9% 7.8k 91.40
Ishares Tr Ishares Semicdtr (SOXX) 0.6 $713k -20% 2.0k 347.93
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $629k +18% 8.7k 72.10
Exxon Mobil Corporation (XOM) 0.4 $577k +9% 5.2k 110.30
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.4 $567k 10k 56.68
Tractor Supply Company (TSCO) 0.4 $481k 2.1k 225.01
Chevron Corporation (CVX) 0.3 $441k -8% 2.5k 179.46
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $437k 1.4k 319.30
Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $431k +37% 9.3k 46.18
Oracle Corporation (ORCL) 0.3 $428k 5.2k 81.73
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $384k 12k 31.51
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.3 $380k 13k 29.71
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.3 $371k 13k 28.35
International Business Machines (IBM) 0.3 $352k +7% 2.5k 140.88
Ishares Tr Russell 2000 Etf (IWM) 0.3 $349k -45% 2.0k 174.32
Coca-Cola Company (KO) 0.3 $348k +5% 5.5k 63.61
Intel Corporation (INTC) 0.3 $347k -66% 13k 26.43
Home Depot (HD) 0.3 $344k 1.1k 315.76
Verizon Communications (VZ) 0.3 $340k +22% 8.6k 39.40
Regions Financial Corporation (RF) 0.2 $301k -2% 14k 21.56
Amazon (AMZN) 0.2 $289k -31% 3.4k 84.00
AutoZone (AZO) 0.2 $271k 110.00 2466.18
Raytheon Technologies Corp (RTX) 0.2 $257k +2% 2.6k 100.92
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $256k NEW 1.8k 138.64
Kinder Morgan (KMI) 0.2 $246k +18% 14k 18.08
Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.2 $238k 8.6k 27.71
Intuit (INTU) 0.2 $237k 610.00 389.18
Truist Financial Corp equities (TFC) 0.2 $237k 5.5k 43.03
Intuitive Surgical Com New (ISRG) 0.2 $230k NEW 867.00 265.35
Ishares Tr Tips Bd Etf (TIP) 0.2 $220k -8% 2.1k 106.44
UnitedHealth (UNH) 0.2 $216k +2% 408.00 530.18
First Horizon National Corporation (FHN) 0.2 $215k 8.8k 24.50
Lowe's Companies (LOW) 0.2 $214k 1.1k 199.16
Amgen (AMGN) 0.2 $214k NEW 814.00 262.65
Lockheed Martin Corporation (LMT) 0.2 $206k NEW 423.00 486.66
3M Company (MMM) 0.2 $206k NEW 1.7k 119.94
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.2 $203k NEW 1.6k 124.77
Bank of America Corporation (BAC) 0.2 $201k NEW 6.1k 33.12
Transocean Reg Shs (RIG) 0.1 $89k +34% 20k 4.56

Past Filings by Southern Capital Advisors

SEC 13F filings are viewable for Southern Capital Advisors going back to 2021